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Home/Downloads

Downloads

Documents covering the latest teachers pension financial planning and general financial planning news.

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  • Budget Reports
  • Financial Guides
  • Newsletters
  • Tax Cards
  • Teachers Pension Guides
  • Year End Tax Guides

Tax Card 2021/22

A guide to the tax rates for the tax year 2021/22.

Download

Spring Budget 2021

Our guide to the Chancellors budget 2021 – one year into the pandemic.

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Year End Tax Guide 2020/21

Our guide to the tax allowances available in the 2020/21 tax year.

Download

Spring Budget 2020

Our guide to the Spring Budget 2020 – The Coronavirus Budget.

Download

Year End Tax Planning 2019/20

Our free downloadable guide to end of year tax planning.

Download

Tax Card 2019 / 20

A guide to the tax rates for the tax year 2019/20.

Download

Tax Card 2017/18

The Teachers Financial Planning tax card for the 2017/18 financial year.

Download

Spring Budget Report 2017

Our guide to the new chancellor, Phillip Hammonds first budget since the BREXIT vote.

Download

2016/17 Year Tax Guide

Our guide to making the most of any unused allowances for the 2016/17 tax year.

Download

Autumn Statement November 2016

A roundup of the announcements made in the new Chancellors first (and last!) Autumn Statement.

Download

Tax Card 2016/17

Our guide to your tax allowances, rates and thresholds for the 2016/17 financial year starting April 6th 2016.

Download

Budget Report – March 2016

Our guide to the changes that were announced in the budget yesterday.

Download

Year End Tax Guide 2015/16

Our guide to making the most of your allowances and tax planning opportunities for the 2015/16 tax year.

Download

Autumn Statement 2015

George Osborne’s third economic statement of 2015 (and the fourth within 365 days) lacked the big surprises and headline grabbing announcements we’ve recently come to expect from these occasions.

Download

Summer Budget Report 2015

In his seventh Budget Statement as chancellor, George Osborne promised a ‘big budget for a country with big ambitions’.

Download

Tax Card July 2015

A comprehensive guide to the new tax rates after the summer budget 2015.

Download
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